NPC
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National Planning Corporation’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

National Planning Corporation’s Portfolio JPC Stock Details JPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-30,681
Closed -$324K – 348
2017
Q3 		$324K Sell
30,681
-50,708
-62% -$532K 0.03% 506
2017
Q2 		$845K Buy
81,389
+8,324
+11% +$84.6K 0.06% 288
2017
Q1 		$723K Sell
73,065
-11,291
-13% -$112K 0.05% 297
2016
Q4 		$842K Buy
84,356
+70,739
+519% +$677K 0.07% 263
2016
Q3 		$129K Hold
13,617
– – 0.01% 620
2016
Q2 		$141K Buy
13,617
+3,342
+33% +$33.1K 0.01% 628
2016
Q1 		$103K Sell
10,275
-15,088
-59% -$139K 0.01% 619
2015
Q4 		$238K Buy
25,363
+15,088
+147% +$138K 0.02% 574
2015
Q3 		$96K Sell
10,275
-650
-6% -$5.96K 0.01% 598
2015
Q2 		$102K Hold
10,925
– – 0.01% 623
2015
Q1 		$105K Sell
10,925
-18,363
-63% -$175K 0.01% 622
2014
Q4 		$277K Buy
29,288
+612
+2% +$5.71K 0.02% 565
2014
Q3 		$264K Hold
28,676
– – 0.02% 592
2014
Q2 		$278K Sell
28,676
-9,815
-25% -$93.4K 0.02% 580
2014
Q1 		$358K Sell
38,491
-7,386
-16% -$67.3K 0.03% 491
2013
Q4 		$408K Sell
45,877
-55,341
-55% -$483K 0.04% 419
2013
Q3 		$886K Buy
101,218
+54,703
+118% +$492K 0.09% 239
2013
Q2 		$443K Buy
+46,515
New +$471K 0.05% 305

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

National Planning Corporation's JPC Position: Q4 2017 in Review

National Planning Corporation sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2017, closing a stake of 30,681 shares — an estimated $324K sold.

National Planning Corporation first reported a position in JPC in Q2 2013 and held it in 18 quarters. The position peaked at $886K in Q3 2013. 113 funds tracked by Wall St. Rank hold JPC as of Q4 2017.

  • National Planning Corporation reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 30,681 Nuveen Preferred & Income Opportunities Fund shares in Q4 2017, an estimated $324K.
  • National Planning Corporation first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's Nuveen Preferred & Income Opportunities Fund position peaked at $886K in Q3 2013.
  • 113 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.